Filed December 3, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,701 | $123,793-54.2% | $177,821-68.1% | $79,858-29.0% |
| Participation rate | 70.4% | 84.7%-14.3pp | 87.7%-17.4pp | 69.6%+0.7pp |
| Annual return | 16.94% | 22.82%-5.9pp | 48.32%-31.4pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,277 | $4,095-68.8% | $5,918-78.4% | $2,471-48.3% |
| Participant deferral / active EE | $2,113 | $5,956-64.5% | $7,714-72.6% | $3,740-43.5% |
| Admin fee / account holder | $256 | $7,243-96.5% | $12,427-97.9% | $5,306-95.2% |